HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,
The option to permanently exclude investments (companies) on ethical or other grounds,
Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and
You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.
In September, the HNW Australian Equity Portfolio declined by -2.36%, ahead of the index return of -2.84%. Stock movements over the month had nothing to do with company fundamentals, but rather macroeconomic concerns [...]
In August, the HNW Core Aust Equity Portfolio declined -0.75%, matching the ASX200TR return of -0.73%. This was a frustrating outcome as, in general, Atlas was pleased with the August reporting season [...]
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their half-year 2023 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, [...]
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their full year 2023 results, which were very strong and ahead of expectations, though it took the market [...]
Wesfarmers (WES): presented their full year 2023 profit results, which were better than Atlas' optimistic expectations. What was evident was that WES' businesses are performing well in a consumer slowdown and [...]
Medibank Private (MPL): This morning, Australia's largest health insurer reported their full year 2023 results, which showed record profits and the company recovering from the dark days of the cyber hack [...]
In the spirit of reconciliation, HNW Nexus acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.